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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,889 | $110,039+222.5% | $97,260+264.9% | $145,884+143.3% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.2pp |
| Annual return | 10.71% | 244.44%-233.7pp | 75.54%-64.8pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,164 | $3,074-29.6% | $2,721-20.5% | $4,662-53.6% |
| Participant deferral / active EE | $5,712 | $4,674+22.2% | $4,262+34.0% | $6,690-14.6% |
| Admin fee / account holder | $3,313 | $6,204-46.6% | $5,640-41.3% | $13,392-75.3% |